Document Intelligence - Enable Inbox for Generated Invoices

Note: Don't see this yet? This feature is in Limited Availability (LA) and is releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

Using Microsoft's Azure AI Document Intelligence and Blackbaud AI, you can control how your organization receives invoice emails for processing in Payables. When you allow your team to send vendor invoices to a unique Payables email address, Document Intelligence automatically extracts invoice details and generates invoice drafts for review.

Tip: This workflow is for admins only.

Video: Enable a Document Intelligence email inbox

From Settings, Payables, Document Intelligence, select Enable inbox.
Select Enable inbox.
Enter an inbox prefix.

This is the customizable prefix in your Payables inbox email address. For example, if your inbox address is financeteam.test@invoices-ap-fenxt-us.blackbaud.com, then financeteam is your inbox prefix.

Tip: Use a simple, recognizable code (for example, finance) so your team can quickly identify the correct inbox address.

Prefixes must be alphanumeric (using only numbers and letters) and can be 3 to 64 characters long.
Copy the email to share the exact inbox address with your team.
Enter one or more approved senders. Document Intelligence only processes emails sent by these addresses.

Warning: You must enter at least one approved sender. Approved senders can email attachments up to 10 MB.
Select Save.

Tips for Inbox Setup and Maintenance

Use role-based or shared mailbox addresses for approved senders when possible so setup is easier to maintain during staffing changes.
Select Copy to share the exact inbox address and reduce delivery issues caused by typos.
Review approved senders regularly and remove addresses that no longer need access.

Tip: If an email doesn't generate an invoice draft, review email errors to find out why, such as a sender who isn't on your approved senders list.